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Innovator US Equity Power Buffer ETF July

208 hedge funds and large institutions have $833M invested in Innovator US Equity Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 9 closing their positions.

Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
48
Reduced
79
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WIA
51
World Investment Advisors
California
$3.03M 83,678 -1,303 -2%
CF
52
Centaurus Financial
California
$3.01M 83,075 -3,393 -4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.86M 78,976 +51,391 +186%
NA
54
NewEdge Advisors
Louisiana
$2.83M 77,175 +77,175 New
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$2.82M 78,044 +78,044 New
HAS
56
HBW Advisory Services
California
$2.75M 75,989 -2,774 -4%
EWM
57
Elmwood Wealth Management
California
$2.58M 71,230 -94,119 -57%
WP
58
WealthPLAN Partners
Nebraska
$2.55M 70,433 +11,206 +19%
W
59
WorthPointe
California
$2.5M 69,121 -3,404 -5%
SB
60
Strategic Blueprint
Georgia
$2.42M 66,958 -1,337 -2%
SWM
61
Spire Wealth Management
Virginia
$2.39M 65,398
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$2.28M 63,116 -550 -0.9%
AWS
63
Atria Wealth Solutions
New York
$2.28M 63,025 -11,813 -16%
LIWM
64
Long Island Wealth Management
New York
$2.09M 57,670 +57,670 New
ICG
65
InterOcean Capital Group
Tennessee
$2.06M 56,875 -10,204 -15%
CFS
66
CRA Financial Services
New Jersey
$2.04M 56,265 -15,530 -22%
ODFS
67
O'Donnell Financial Services
California
$1.95M 53,980 -58,186 -52%
MCM
68
MAI Capital Management
Ohio
$1.95M 53,768 -173,190 -76%
CAC
69
Certified Advisory Corp
Florida
$1.92M 53,154
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.83M 50,451 +9,870 +24%
PWA
71
Pillar Wealth Advisors
Pennsylvania
$1.8M 49,620
KWM
72
KFG Wealth Management
Indiana
$1.79M 49,541 -11,363 -19%
PS
73
Principal Securities
Iowa
$1.78M 49,131 +49,131 New
OIA
74
OneDigital Investment Advisors
Kansas
$1.74M 48,140 +8,265 +21%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$1.65M 45,542 +6,845 +18%